• Key macro and structural drivers - Highlighting challenges that need to be addressed in India's macro policy
• Understanding how India’s services-led growth strategy is benefiting from both domestic and global demand
• Evaluating the progress on privatisations and divestitures: How it would ease the deficit significantly
• Examining the crucial structural conditions to keep India on a steady growth path given India's tilt towards service-sector activities

• Examining what makes Indian funds industry attractive: Growth vs Governance
• Reviewing important regulatory revisions and issues for FIIs investing in India
• Identifying the principal abuse of which an average investor tends to be subjected to: Insider Trading
• Evaluating how corporate governance will strengthen relationships through consensus and dialogue between practitioners and regulators

• What is the current momentum and speed
• Identifying sources of capital for Indian domestic and dedicated funds
• How India can make itself a better host through innovation and risk
• Where are we headed? Are there limits to growth?

• Examining best practices among domestic managers – how to outperform in the unique Indian market?
• Staying the course – How to maintain performance and sustain operations in changing Indian market?
• Microfinance in India: Examining the Issues, challenges and policy options in Tier II / Tier III Cities
• Will domestic investments become larger than foreign direct investments?

• Understanding what makes the Indian funds industry attractive and how to maintain its high growth
• Examining what the domestic market is doing to develop to attract investors effectively
• Reviewing what products that have been a success with the domestic market – What will be the next big asset class?
• As the competitive landscape intensifies what strategic adaptations are being considered?

• Exploring the business drivers, advantages and characteristics of a successful offshore fund offering
• Regulation, supervision and compensation schemes – Offshore and domestic jurisdictions
• How can the investor seeking greater diversification, may benefit from investing with an offshore fund
• Addressing the need of investors for more complicated investment structures through the offshore route

• Exploring how the FIIs have become an important component of offshore capital inflows to India
• Examining how Investment performance and sustainability are the two most valuable attributes for FIIs
• How cross border activities and the increase in foreign capital into India is creating the potential for many IPO exits for FIIs
• Corporate restructuring: How cost reduction efforts and a revival in sectors have provided more investment options

Uniqe feature for fellow delegates and
industry peers to interact in a 30-min session

• Reforms – Reforms and more reforms: When will we see a industry standard
• Allowing more long-term investments particularly pension funds and PPF in Indian equity market
• Defining a systematic approach to allow long-term funds like pension and PPF in the Indian equity market
• Exploring the revision for banks in India to move into the pension fund management business

• Evaluating the drivers that will affect the allocation strategy of investors
• How does it affect product development strategies for domestic managers
• Best practices in developing a suitable allocation strategy and the need adaptations
• 'Cross border' opportunities – How can Indian investors access good quality overseas investments?

• The dynamics that have led to a surge in India’s rapid growth and increase in the number of HNWIs
• Evaluating openness of India’s financial economy through liberalisation and drive to become a global force
• Reviewing full convertibility of the rupee in capital markets and the implication to India’s organic expansion
• Comparing India’s economy with larger developing economies in Asia and the impacts this may have for managers and investors

• Examining how the demands of increasingly sophisticated HNWIs are shaping Indian private banks
• Managing the super rich client’s expectations and understanding their risk/return profiles
• Best practice principals and how banks can execute their strategies effectively and increase market share?
• Is the market too crowded and how can banks and their relationship managers differentiate themselves?

• Utilising the unique opportunities that Canada’s government risk-free immigration scheme has in store for private bankers and their clients
• Alternative residency and citizenship as a tool for private wealth planning
• Program overview: The role of National Bank of Canada and Canada’s advantages as an immigrant destination

• Recognising the needs and exceeding the expectations of HNW investors within the region
• Key factors for success when marketing to HNW investors: Through the appetite for risk when distributing innovative products
• Understanding the key considerations for successfully distributing funds within the India
• Assessing the opportunities for fund distributors and the role they play within the India

• Analysing the risk of various asset classes in India and how the portfolio of Indian HNWI can diversifed
• Are the HNWIs in India ready for innovative & alternative asset classes in their Financial Plan?
• Financial Planning Services: The new 'BIG” opportunity for Distribution Houses
• Structured products are they the new “must have” in the Indian HNW portfolio of investments?

• Indian mutual funds market has witness the entry of more global mutual funds in 2007 – What’s driving this!
• Why (NRIs) have increased their exposure in this asset class – Are revisions the cause?
• Why are retail investors swarming in large numbers to invest in mutual funds – New market?
• The industry is expected to grow 23% to 24% this year: What are the future predictions?

• Portable alpha in practice: case study of a real-life manager
• Finding alpha in fixed income/FX
• Adding to the alpha engine: beta (index replication) and cash management strategies
• Designing a single platform on which to run alpha, beta and cash
• Using the platform to build traditional (benchmarked) and alternative investment products
• Making the platform scalable; handling capacity constraints
• Managing correlation, performance and risk

• Enforcing the global advantage of index funds and making it a preferred option in the Indian market today
• Exploring the possibility that the expense may fall, making them more attractive relative to active funds
• Outperforming the index – ETFs riding on India's fast paced economic growth
• How much lower is the tracking error in an ETF compared to index funds

• Lessons of global convertibles for Indian FCCB investors
• Looking at the Indian FCCB opportunity
• Attracting a whole new investor base looking for risk adjusted returns in India
• Key issues for companies and investors - Pitfalls to avoid
  

• Conducting due diligence and rightful valuation assessment
• Risk management: Utilising the appropriate principal protection and yield enhancing techniques
• Maximisation of portfolio cash flow: Is there a proven methodology?
• With the increasing population shift from rural to urban, is this opportunity create for real estate developers?

• Gaining an insight on private equity investments and the investor evaluation process
• Analysing specific trends, challenges and opportunities within this sector
• Fund showcases: Evaluating direct advantages to the investor on investing in specific private equity funds
• Sector showcase: Examining what sectors are affording good regional private equity opportunities and why?

• Exploring the role of hedge funds, particularly in the context in India’s capital markets
• Contemplating the current regulatory and market changes needed for hedge funds to take off in India
• Identifying the challenges and surprises a foreign fund faces when designing and marketing an India focused hedge fund
• Examining the challenges and opportunities ahead

• The Indian Wealth Management Market
• Who will be successful
• Key steps to success

• Examining the increase in domestic millionaires and how banks can rise to the challenges of their sophisticated needs
• Understanding the needs of suburban and urban clients to provide customised strategies and services
• Domestic vs. international banks: how to remain competitive at a time of unprecedented growth opportunities

• Examining the role of risk in diversified portfolios
• Identifying Alpha vs. Beta in investment strategies
• The use of risk budgeting to improve portfolio performance efficiencies

• Looking at the shortage of skilled executives and staffs within the private banking industry and its triggering factors
• What are the banks doing at the moment to address the shortage of staff issue and is this strategy effective in allaying the pressure?
• Examining key means to maintain and train existing as well as new staff recruits
• Examining how banks are dealing with this problem at an international level and how India can grow its talent pool

• Developing techniques to create superior services and innovative products for the HNWIs
• Educating your clients in the need for wealth management and the use of complicated investing instruments
• Assessing international strategies for client retention and how to build a superior acquisition strategy within India
• Penetrating and creating awareness to target the affluent in Tier 2 and 3 Cities

• An overview of NRIs geographical dispersion and assessing their potential contribution to the development of the private banking industry in India
• Examining the very intrinsic needs and service requirements of an NRI as compared to a domestic HNWI
• Understanding the legal constrains and framework to provide a more comprehensive investment strategy for these highly demanding clients
• Cross-examining the availability of investment opportunities and asset classes in off-shore markets as well as domestic market

• Increasing role of today’s family offices and the attributes that Ultra-HNWI and their families are looking for in India
• How they fit within the Private Banking model and examining what their clients want from the Relationship Manager?
• Reviewing new investment strategies and how family offices are meeting their clients’ objective for a holistic experience
• Looking at best practices by well-established global family offices and how they can be successfully implemented into India’s context

• Examining the fundamentals of inter-generational wealth transfer and educating the next generation on how to retain and respect wealth
• Examining the various legal and tax structures for philanthropy
• Looking at the global phenomenon of philanthropy and how Social Responsible Investing has evolved within India
• Looking at ways of tying such philanthropic causes with investment to optimizing personal and societal return

Delegates have the opportunity to participate in up to 3x20 min interactive discussions. All findings will be published and provided to conference delegates.

Round table I: Staff training and retention
Amrish Arora
Principal
Manushya Consulting, India

Round table II: Client retention and acquisition
Arjun Gupta
Consultant
Client Associates, India

Round table III: Wealth accumulation and preservation
Akhilesh Tilotia
Founding Director
PARK Financial Advisors, India

Round table IV: Philanthropy
Francois Bloch
Chief Investment Officer and Managing Director
Amas Bank, Switzerland

Round table V: NRIs
Sailesh Barchha
Director - NRI Business Asia & EMEA
VP Wealth Management Ltd, Singapore

Session 1: Regulatory updates and its impact

• Understanding the dynamics of the bancassurance market in India
• Proposed changes to regulate the emerging market
• Examining the areas of concerns and future challenges
• Regulator's expectations on corporate agents

Session 2: The impact and implications of allowing Banks to tie-up with multiple insurers

• Roles and responsibility of a corporate agent
• Delivering to regulator & customer expectation

Session 3: " Assure Banking"

• What is assure banking?
• Profitably acquiring new to bank customers

Session 4: Best practices in client acquisition and retention

• Misselling insurance - impact on banks and mitigators
• Case study: "Made to last" - How Siam New York Life became the
  no.1
  Banca partnership in Thailand within 3 years despite other partnerships
  existing for more than 7 years
• Product Customisation - Creating a WIN-WIN partnership for the
  customer, distributor & insurer

Masterclass facilitators:

CS Rao, Chairman
Insurance Regulatory and Development Authority, India

Suhail Kazmi, President Retail Banking
Yes Bank, India

Ranjit Singh Bedi, Vice President & Head Bancassurance
Citifinancial, India

Sponsor:

Max New York Life Insurance Company Ltd. is a joint venture between New York Life, a Fortune 100 company and Max India Limited, one of India's leading multi-business corporations. The strategy is to establish itself as a trusted life insurance specialist through a quality approach to business.